|
51
|
Kingsview Wealth Management
Grants Pass,
Oregon
|
$385K
|
+$10.8K
|
+240
|
+3%
|
|
|
52
|
Legacy Advisors
Plymouth Meeting,
Pennsylvania
|
$378K
|
+$49.2K
|
+1,093
|
+15%
|
|
|
53
|
|
$356K
|
-$32.1K
|
-712
|
-8%
|
|
|
54
|
Ameriprise
Minneapolis,
Minnesota
|
$340K
|
+$24.1K
|
+535
|
+8%
|
|
|
55
|
Claro Advisors
Boston,
Massachusetts
|
$337K
|
+$335K
|
+7,441
|
New
|
|
|
56
|
Integrated Wealth Concepts
Waltham,
Massachusetts
|
$328K
|
+$327K
|
+7,252
|
New
|
|
|
57
|
Gen-Wealth Partners
Zeeland,
Michigan
|
$327K
|
+$325K
|
+7,223
|
New
|
|
|
58
|
Avidian Wealth Enterprises
Houston,
Texas
|
$320K
|
-$55.1K
|
-1,223
|
-15%
|
|
|
59
|
Maia Wealth
Denver,
Colorado
|
$313K
|
+$309K
|
+6,857
|
New
|
|
|
60
|
Redwood Investment Management
Scottsdale,
Arizona
|
$287K
|
+$286K
|
+6,352
|
New
|
|
|
61
|
Equitable Holdings
New York
|
$284K
|
+$283K
|
+6,278
|
New
|
|
|
62
|
LifePlan Investment Advisors
Raleigh,
North Carolina
|
$280K
|
+$278K
|
+6,181
|
New
|
|
|
63
|
Integrated Advisors Network
Dallas,
Texas
|
$276K
|
–
|
–
|
–
|
|
|
64
|
Brinker Capital Investments
Berwyn,
Pennsylvania
|
$272K
|
-$11K
|
-244
|
-4%
|
|
|
65
|
Orion Portfolio Solutions
Omaha,
Nebraska
|
$272K
|
-$11K
|
-244
|
-4%
|
|
|
66
|
Mercer Global Advisors
Denver,
Colorado
|
$272K
|
-$2.66K
|
-59
|
-1%
|
|
|
67
|
Tradition Wealth Management
Edina,
Minnesota
|
$272K
|
+$271K
|
+6,014
|
New
|
|
|
68
|
Theory Financial
Fort Collins,
Colorado
|
$248K
|
+$247K
|
+5,474
|
New
|
|
|
69
|
Perigon Wealth Management
San Francisco,
California
|
$226K
|
-$1.08K
|
-24
|
-0.5%
|
|
|
70
|
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
|
$224K
|
+$223K
|
+4,950
|
New
|
|
|
71
|
Global Retirement Partners
San Rafael,
California
|
$207K
|
+$78.4K
|
+1,740
|
+61%
|
|
|
72
|
Western Financial Corp
San Diego,
California
|
$202K
|
+$201K
|
+4,457
|
New
|
|
|
73
|
Transcend Capital Advisors
Madison,
New Jersey
|
$201K
|
+$201K
|
+4,452
|
New
|
|
|
74
|
Harbour Investments
Madison,
Wisconsin
|
$133K
|
+$133K
|
+2,948
|
New
|
|
|
75
|
Royal Bank of Canada
Toronto,
Ontario, Canada
|
$98K
|
+$74.4K
|
+1,652
|
+327%
|
|
